United Services Automobile Association (Usaa)

Janeen Rubio

Hector Jaime Castillo

Robert Craig Korom

Patricio H Garcia

Amanda Jean Segovia

Roy David McDonald

Methods and systems described in this disclosure allow customers to personalize their phone experience when calling into an organization. In some embodiments, customers who may benefit from this service are identified based on the content of the customer's previous or current phone calls to the organization. The identified customers may be invited to enroll and to provide preferences for a customized Interactive Voice Response experience. In some embodiments, the customer can elect to hear the balances of one or more of his accounts without going through a phone menu or asking a representative to look up the relevant amounts. Once enrolled, when the customer dials into the organization and upon successful authentication, the organization proactively states the customer's account balances with no further customer request.

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Helotes, TX, United States of America

Janeen Rubio